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Whether you need to create a simple Will, protect your assets, or plan for your business, our team is here to help.
Schedule Your Free Consulation06
Mar
National Grandparents Day: Three Things to Consider Before You Make a Gift to Grandchildren
As grandparents, you likely love the opportunity to shower your grandchildren with gifts. In most cases, these gifts are given on holidays and birthdays and commonly consist of an item that may have been at the top of your grandchild’s wish list. While experiencing the joy on yo...
View MoreCategories: Estate Planning Trusts
06
Mar
Managing Accounts and Services After a Loved One’s Passing
Losing a loved one is never easy, and along with the emotional strain, there are practical tasks to address, like handling their accounts and services. This guide will help you understand what to do with various accounts and subscriptions. Identifying the Accounts First, you nee...
View MoreCategory: Trust Administration
06
Mar
Maximize the Benefits of Giving to Your Loved Ones
Working hard and sharing your wealth with loved ones is a great goal. But, it’s essential to be aware of the tax implications when you give gifts or plan your estate. With a well-crafted estate plan, we can help protect your wealth and your loved ones. Let’s explore three types...
View MoreCategories: Estate Planning Trusts
25
Mar
National Grandparents Day: Three Things to Consider Before Your Clients Make a Gift to Their Grandchild
Grandparents often love the opportunity to shower their grandchildren with gifts. In most cases, these gifts are given on holidays and birthdays and commonly consist of an item that may have been at the top of their grandchild’s wish list. However, as you are discussing your clie...
View MoreCategory: Advisors
06
Mar
Should the Trustee of My Trust Be Different during My Incapacity Than at My Death?
When you create a trust, choosing a trustee is one of the most important decisions you will make. If you create a revocable living trust—that is, a trust that you establish during your lifetime and can revoke or amend—you may opt to act as trustee for your trust, retaining the f...
View MoreCategories: Estate Planning Trust Administration
06
Mar
National Make a Will Month: Securing Your Legacy for the Future
Welcome to National Make a Will Month! This month-long initiative serves as a timely reminder of the importance of creating a last will and testament. Preparing a will is a crucial step in safeguarding your assets, ensuring your loved ones are taken care of, and preserving your...
View MoreCategory: Estate Planning
06
Mar
The Importance of Reviewing Legal Documents When Relocating
A Lesson from Holographic Wills As we navigate through life, there may come a time when we have to relocate to a different state. Moving involves many considerations, and it’s important not to overlook the impact on legal documents, especially those related to estate planning. E...
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06
Mar
What Does “Devise” Mean in an Estate Plan?
When creating an estate plan, you may encounter unfamiliar terms that can be confusing. Adding to the confusion, some of these terms may sound the same but have different meanings and spellings. For instance, “heir” refers to someone who receives money or property through a will...
View MoreCategories: Estate Planning Trusts
06
Mar
What Not to Include in Your Estate Planning Documents
One important purpose of estate planning is to facilitate the transfer of ownership of your money and property to your family and loved ones when you pass away. For this transfer to be as stress-free and efficient as possible, it is crucial that estate planning documents be thoro...
View MoreCategories: Estate Planning Trusts
06
Mar
Home Security Systems and Estate Planning
Are You Protected from Property Crime? Did you know that property crimes are the leading type of crime in the United States? Every year, around 2. 5 million homes are burglarized. A break-in occurs every twenty-six seconds, and a burglary occurs every fifteen seconds. Yet few...
View MoreCategory: Estate Planning
